NDIS participant engaged in outdoors activites and climbing a tree, wearing safety gear.

NDIS Plan Management & Financial Intermediary Services

We are an NDIS Registered Provider, offering services in the Improved Life Choices Support Category 3.14.


When you first enquire with Effective Plan Management, we consult you with an intake appointment to introduce your Plan Manager, to explain how our service works and answer any questions you may have. At this consultation we will develop with you a service agreement to plan the year of services.
We will also begin planning your budget.
These consultations are either conducted via phone, Microsoft Teams or in person, depending on the participants preference.


When you are allocated to one of our Plan Managers, you will also receive their direct contact details, so should you have any enquiries throughout your NDIS plan period, you know who your Plan Manger is and how to contact them. We do this to remove red tape on contact and customer service for our participants. Our Plan Mangers are always more than happy to provide resources and information to guide you on your NDIS journey.

NDIS Planner meeting their client at a consultation appointment.

How to Make an Appointment or Referral

Please call, email or complete the online appointment form.

Making your Intake Appointment can be done in a number of ways. Whatever is most convenient and easy for you is fine by us! You can phone and speak to our administrator, send an email to [email protected] or complete the online appointment form by clicking the button below.

If you are a Carer or Referrer, please provide a few details about yourself so we can communicate with you directly and make the process seamless for the NDIS Participant.

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